2023 Form 5500 filing — The Vollrath Company, LLC Kiel Plant Employees Personal Tax-Savers Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014172646NAL0013685843001) for The Vollrath Company, LLC Kiel Plant Employees Personal Tax-Savers Plan, reported by The Vollrath Company, LLC under EIN 39-1859733 and plan number 018. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$7.6MReported net assets$7,597,714
Participants140
Provider compensation$9.8K2 Schedule C row(s)$9,810
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014172646NAL0013685843001
- Plan sponsor
- The Vollrath Company, LLC
- EIN
- 39-1859733
- Plan number
- 018
- Location
- Sheboygan, WI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$7.6M total assets
Net assets$7.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,597,714
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,597,714
- Employer contributions
- $119,278
- Participant contributions
- $356,281
- Total income / additions
- $1,551,207
- Benefits paid
- $674,949
- Administrative expenses
- $11,069
- Total expenses
- $686,018
- Net increase / (decrease)
- $865,189
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $9,810 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |